Position in JPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,109,321
+$80,350 QoQ
Shares Held
3,389
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#3,544
of 5,058 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Oxford Wealth Group, LLC holds $2,376,938 across 2 Banks - Diversified names. JPM ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
9,057 | $1,267,617 | |
| 2 | JPM |
Jpmorgan Chase & Co
This page
|
3,389 | $1,109,321 |
All Filings in JPM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,109,321 | 3,389 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,028,971 | 3,498 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,097,803 | 3,407 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $1,588,797 | 6,628 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,453,668 | 6,894 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,805,979 | 8,929 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,382,470 | 6,902 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||